Posted on November 24, 2014
For the first time, in fact, silver demand in the fabrication of solar panels is set to outpace photography, if it hasn’t already done so.
Posted on October 22, 2014
The recession hit us hard, but like any iron-willed prizefighter, we rose off the mat, ready for the next round.
Posted on October 13, 2014
The dollar is significantly overbought relative to crude oil. The dollar is up almost two standard deviations, crude oil down almost one standard deviation.
Posted on August 30, 2014
Let’s talk diamonds for a change.
Posted on August 16, 2014
Elon Musk says the lessons of history would suggest that civilizations move in cycles.
Posted on August 16, 2014
Comprehending China's massive infrastructure build.
Posted on July 20, 2014
Data points going back 35 years confirm the probability of gold gaining strength in the second half
Posted on July 14, 2014
What a difference six months can make.
Posted on June 22, 2014
History indicates good times are ahead.
Posted on June 2, 2014
Every time he travels to Turkey, portfolio manager of our Emerging Europe Fund (EUROX), Tim Steinle, says the country continues to develop.
Posted on June 1, 2014
Sworn in on Tuesday, Modi’s pro-business, small-government policies have already prompted many citizens of the world to liken him to such transformative leaders as Reagan and Margaret Thatcher.
Posted on April 21, 2014
Value stocks rarely outpace the market as much as growth stocks do.
Posted on April 8, 2014
The mission of the Asia Mining Club is to promote education among its members, and one way to achieve this is by hearing from experts in the financial markets, notably those focused on resources and commodities.
Posted on April 6, 2014
A diversified selection of commodity stocks is key.
Posted on February 12, 2014
At the beginning of Bernanke’s reign, the Fed’s assets were $834.6 billion. Now, the balance sheet has grown to $4.1 trillion, a previously inconceivable size.
Posted on January 28, 2014
Junior venture companies in Canada are finally seeing a significant lift.
Posted on January 7, 2014
After three years of pain, can gold stocks break their losing streak and see a gain in 2014? History says chances are good.
Posted on December 18, 2013
Only a few years ago, we were contemplating the supply constraints facing the petroleum industry … now, with the disruptive technology in shale oil and gas, we may be looking forward to decades of drilling.
Posted on December 2, 2013
What I am thankful for.
Posted on November 26, 2013
If the sweeping economic reforms planned by Chinese leaders during the Third Plenum can be our guide, it looks to be a promising decade for global investors.
Posted on November 22, 2013
I like to put the negativity on gold into perspective.
Posted on November 19, 2013
While paper gold is getting the cold shoulder in the West, the Love Trade buyers in the East are wrapping their arms around all the physical gold they can get their hands on.
Posted on November 15, 2013
South Africa has pulled itself down to fifth place.
Posted on November 12, 2013
One contrarian idea these days is investing in resources. This is an unloved and underowned area of the market, but there is a case to be made for owning commodities.
Posted on November 5, 2013
While investors have been focusing on the strengthening U.S. market, we’ve also kept our eyes on other improving indicators happening in resources, Europe, and emerging markets.
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